Title and Survey: Explanation of basic title documents, what title insurance is and what it covers, how to decipher key sections of a title insurance policy, and what to expect when negotiating the policy; Essential survey elements and how to locate them
Overview, Offers/Letters of Intent, Acquisition Documents: What should and should not be in a letter of intent or offer to purchase, and why; How to progress from offer or LOI to purchase and sale agreement, including an examination of key purchase and sale agreement issues such as representations and warranties, pre-closing rights and obligations, closing conditions, and remedies for default; Considerations concerning choice of buyer entity
Zoning, Subdivision, Environmental Site Assessments: Overview of zoning law, including forms of zoning relief, and how to perform a zoning analysis on proposed and completed projects; How the Subdivision Control Law and local practices can help or hinder development; What to look for in an environmental site assessment report, and what to do when you find it
Permanent Financing: The loan application and commitment process; Important document provisions, including nonrecourse clauses, subordinate financing, due on sale, prepayment penalties, and financial covenants; How permanent financing documents affect every aspect of your client's project, from the ability to restore the building following a casualty to the ability to find and retain quality tenants
Leasing: Discussion of office and retail lease issues from the perspectives of landlord and tenant, from term sheet to final lease; Key concepts applicable to any lease, including operating and common area maintenance expense and tax provisions and construction of leasehold improvements; How to digest and abstract a lease
Overview, Offers/Letters of Intent, Acquisition Documents: What should and should not be in a letter of intent or offer to purchase, and why; How to progress from offer or LOI to purchase and sale agreement, including an examination of key purchase and sale agreement issues such as representations and warranties, pre-closing rights and obligations, closing conditions, and remedies for default; Considerations concerning choice of buyer entity
Zoning, Subdivision, Environmental Site Assessments: Overview of zoning law, including forms of zoning relief, and how to perform a zoning analysis on proposed and completed projects; How the Subdivision Control Law and local practices can help or hinder development; What to look for in an environmental site assessment report, and what to do when you find it
Permanent Financing: The loan application and commitment process; Important document provisions, including nonrecourse clauses, subordinate financing, due on sale, prepayment penalties, and financial covenants; How permanent financing documents affect every aspect of your client's project, from the ability to restore the building following a casualty to the ability to find and retain quality tenants
Leasing: Discussion of office and retail lease issues from the perspectives of landlord and tenant, from term sheet to final lease; Key concepts applicable to any lease, including operating and common area maintenance expense and tax provisions and construction of leasehold improvements; How to digest and abstract a lease
Course Content
Day 1 - Thursday, October 27, 20229:30 am - 11:30 am
- Title and Survey
- Daniel C. Healy, Esq., Seyfarth Shaw LLP, Boston
- Robert J. Capozzi, Esq., Commonwealth Land Title Insurance/Lawyers Title Insurance/Legal Dept, Boston
- Break
- Overview, Offers/Letters of Intent, Acquisition Documents
- Darren M. Baird, Esq., Goulston & Storrs, PC, Boston
- Jean C. Bowe, Esq., Goulston & Storrs, PC, Boston
- Lunch (on your own)
- Break
- Zoning, Subdivision, Environmental Site Assessments
- Kathleen M. Heyer, Esq., Pierce Atwood LLP, Boston
- Gareth I. Orsmond, Esq., Pierce Atwood LLP, Portsmouth
- Day 2 - Friday, October 28, 2022
- Permanent Financing
- Edward Gelles, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC, Boston
- Sean W. Gilligan, Esq., Gesmer Updegrove LLP, Boston
- Break
- Leasing
- Peter Brassard, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC, Boston
- Eric M. Labbe, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC, Boston
- Lunch (on your own)
- Ethical Issues in Commercial Real Estate Practice
- Peter Brassard, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC, Boston
- Eric M. Labbe, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC, Boston
- Please Note
- MCLE webcasts are delivered completely online, underscoring their convenience and appeal.
- There are no published print materials. All written materials are available electronically only.
Speakers
Cochairs- Darren M. Baird, Esq., Goulston & Storrs, PC, Boston
- Eric M. Labbe, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC, Boston
- Jean C. Bowe, Esq., Goulston & Storrs, PC, Boston
- Peter Brassard, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC, Boston
- Robert J. Capozzi, Esq., Commonwealth Land Title Insurance/Lawyers Title Insurance/Legal Dept, Boston
- Edward Gelles, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC, Boston
- Sean W. Gilligan, Esq., Gesmer Updegrove LLP, Boston
- Daniel C. Healy, Esq., Seyfarth Shaw LLP, Boston
- Kathleen M. Heyer, Esq., Pierce Atwood LLP, Boston
- Gareth I. Orsmond, Esq., Pierce Atwood LLP, Portsmouth
- Michael W. Parker, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC, Boston
